HHGA
Halbert Hargrove Global Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$648 | – | 389 |
|
|
2025
Q1 | $648 | Buy |
+7
| New | +$648 | ﹤0.01% | 467 |
|
|
2023
Q1 | – | Sell |
-867
| Closed | -$213K | – | 164 |
|
|
2022
Q4 | $213K | Sell |
867
-15
| -2% | -$3.69K | 0.02% | 143 |
|
|
2022
Q3 | $211K | Buy |
882
+6
| +0.7% | +$1.44K | 0.02% | 134 |
|
|
2022
Q2 | $215K | Buy |
+876
| New | +$215K | 0.02% | 133 |
|
|
2015
Q3 | – | Sell |
-3,476
| Closed | -$270K | – | 119 |
|
|
2015
Q2 | $270K | Sell |
3,476
-380
| -10% | -$29.5K | 0.07% | 153 |
|
|
2015
Q1 | $291K | Buy |
+3,856
| New | +$291K | 0.09% | 143 |
|
|
2014
Q3 | – | Sell |
-6,362
| Closed | -$365K | – | 150 |
|
|
2014
Q2 | $365K | Sell |
6,362
-1,415
| -18% | -$81.2K | 0.11% | 71 |
|
|
2014
Q1 | $431K | Sell |
7,777
-210
| -3% | -$11.6K | 0.13% | 52 |
|
|
2013
Q4 | $482K | Sell |
7,987
-1,233
| -13% | -$74.4K | 0.15% | 46 |
|
|
2013
Q3 | $521K | Sell |
9,220
-719
| -7% | -$40.6K | 0.17% | 41 |
|
|
2013
Q2 | $501K | Buy |
+9,939
| New | +$501K | 0.18% | 45 |
|